CytoDyn Inc. filings document a clinical-stage oncology company advancing leronlimab, its CCR5-targeted monoclonal antibody. The filing record includes Regulation FD materials for corporate and clinical updates, registration statements tied to common stock and warrant securities, and risk disclosures related to clinical development, regulatory approval, financing needs, and commercialization.
Material-event reports cover private placements of common stock and warrants, standby equity purchase arrangements, secured convertible promissory note amendments, and other capital-structure matters. Proxy and annual-meeting filings document director elections, auditor votes, authorized-share amendments, executive compensation, equity awards, and other governance matters for the Delaware issuer.
CytoDyn Inc. (CYDY) reported a net loss of $19.936 million for the three months ended August 31, 2026, versus $5.540 million a year earlier. Operating expenses were $6.577 million, including $4.521 million in research and development; net cash used in operations was $7.726 million. Cash and cash equivalents were $16.359 million at August 31, 2026. Management said its $950.4 million accumulated deficit and other factors raise substantial doubt about continuing as a going concern.
The company completed a private offering on August 28, 2026, selling approximately 77.4 million units for approximately $16.2 million in cash; each unit included one common share and one warrant. The $0.20889 unit price was 90% of intraday VWAP at the August 28 close. Approximately $14.0 million for approximately 67.1 million units had been remitted by August 31, 2026. The final closing triggered a $12.272 million non-cash loss on note extinguishment.
In September 2026, a portion of the April 23, 2021 note was partitioned into a new note with approximately $1.0 million in principal and exchanged concurrently for approximately 4.9 million shares. CytoDyn reported preliminary approval of an agreement in principle to settle the securities class action, with proposed payment to the class of $500,000 in cash and 49 million shares, subject to final documentation, court approval, and other conditions. A hearing to consider final approval is scheduled for November 2, 2026.
CytoDyn Inc. registered 794,972,289 shares of common stock for resale by selling stockholders: 410,046,456 shares of common stock and 384,925,833 shares underlying outstanding warrants. CytoDyn is not selling shares and will receive no proceeds from holders’ resales. If all covered warrants are exercised for cash, the company may receive up to approximately $94.6 million. CytoDyn intends to use proceeds from cash exercises for working capital and other general corporate purposes. Exercise prices range from $0.09387 to $0.50 per share; placement-agent warrants have a cashless exercise feature, while all other warrants do not.
Sales may occur in amounts and at prices chosen by the selling stockholders, and registration does not mean shares will be sold. Shares outstanding were 1,469,518,019 as of September 24, 2026. CytoDyn describes itself as a clinical-stage biotechnology company developing leronlimab for potential solid-tumor oncology applications; its strategy may include completing the Phase 2 CLOVER study in relapsed/refractory microsatellite stable colorectal cancer, exploring other solid-tumor indications, and pursuing strategic partnerships.
CytoDyn Inc. will hold its 2026 annual meeting on November 20, 2026, at 9:30 a.m. Pacific Time, solely by live webcast. Stockholders of record on September 24, 2026, or holders of a legal proxy may vote on five director nominees—Tanya D. Urbach, Lishomwa C. Ndhlovu, Karen J. Brunke, Ryan M. Dunlap and Stephen M. Simes—ratification of CBIZ CPAs P.C. as auditor for fiscal 2027, and an advisory vote on named executive officer compensation. Each common share carries one vote; 1,469,518,019 shares were outstanding on the record date.
The compensation committee approved fiscal 2026 discretionary bonuses of $200,000 each for CEO Jacob P. Lalezari, CFO Robert E. Hoffman and Chief Legal Officer Tyler Blok. The compensation table reports total 2026 compensation of $1,833,398 for Lalezari, $1,899,609 for Hoffman and $1,391,299 for Blok. Fiscal 2026 stock option grants were for options to purchase 4,874,691 shares each for Lalezari and Hoffman and 3,249,794 shares for Blok. The auditor and compensation proposals are advisory and non-binding.
CytoDyn Inc. (CYDY) is registering 794,972,289 shares for resale by selling stockholders: 410,046,456 shares of common stock and 384,925,833 shares underlying warrants. Sales may occur from time to time after the registration statement becomes effective, at prices and on terms determined by the selling stockholders. CytoDyn is not selling shares under this prospectus.
CytoDyn will receive no proceeds from stockholder resales, but may receive up to approximately $94.6 million if all covered warrants are exercised for cash. Warrant exercise prices range from $0.09387 to $0.50 per share; cash exercise proceeds are intended for working capital and other general corporate purposes. Common shares outstanding were 1,469,518,019 as of September 24, 2026.
CytoDyn Inc. deregistered all securities that remained unsold under two resale registration statements as of September 25, 2026. The first statement covered resale of 279,236,439 common shares and 207,410,284 shares underlying outstanding warrants; the second covered resale of 278,076,375 common shares and 93,940,739 shares underlying outstanding warrants. These figures describe the original registration scope, not the number of securities deregistered.
CytoDyn Inc. (CYDY) deregistered unsold securities from two resale registrations that had covered 279,236,439 shares of common stock and 207,410,284 shares underlying outstanding warrants under one statement, and 278,076,375 shares of common stock and 93,940,739 shares underlying outstanding warrants under the other. The amendments remove all securities registered under both statements that remained unsold as of September 25, 2026.
CytoDyn Inc. (CYDY) is a clinical-stage biotechnology company focused on developing its CCR5-targeting antibody leronlimab for solid-tumor oncology, primarily metastatic colorectal cancer (mCRC), metastatic triple-negative breast cancer (mTNBC) and glioblastoma. The company has completed enrollment of just over 60 patients in its Phase 2 CLOVER mCRC study and is running an Expanded Access Program for mTNBC, with retrospective data suggesting favorable survival in heavily pretreated patients. CytoDyn is preparing new mTNBC and GBM studies and has entered a ctDNA-focused collaboration with Natera for the CLOVER trial.
The business remains financially fragile. CytoDyn is a loss-making, clinical-stage company with low cash reserves, significant ongoing R&D needs, and a history of operating losses. Its auditors issued a going concern opinion, and management warns that substantial additional financing is required, which has been difficult to secure given the low share price. The company employs 14 people, outsources manufacturing and much of its development work, and depends heavily on protecting and extending leronlimab-related patents that begin expiring in stages from 2031, while also navigating ongoing litigation and regulatory oversight.